AI Assistant

The AI Assistant offers users the opportunity to ask predefined or freely formulated questions to an AI and receive corresponding answers. This functionality is controlled by the AI Policy Engine and can be configured according to user rights.

Tab AI Assistant
Tab AI Assistant

Option/Function

Description

Name

Unambiguous name of the question.

Description

Description of the question and its purpose.

AI Question

The actual question asked by the AI Assistant.

Active

Indicates whether the question can be actively used. The setting is made via a toggle switch.

  1. Slide the toggle switch for Active to the left or right.
  2. Toggle switch on the left: The AI Question is not active and is only created.
  3. Toggle switch on the right: The AI Question is active and can be used.

Log interaction

Indicates whether interactions with this question are logged. The setting is made via a toggle switch.

  1. Slide the toggle switch for Log interaction to the left or right.
  2. Toggle switch on the left: The Log interaction is not active. The question cannot be displayed as a report in the Dashboard tab, see Audit events for creating an audit report.
  3. Toggle switch on the right: The Log interaction is active. The question can be displayed in the Dashboard tab as a report under Audit log, see Audit events for creating an audit report.

Automated / On demand

Indicates whether the question is asked automatically or on request. This selection is relevant in order to configure the question in the replay rule or to use it as a basis for creating a policy. When you create a AI Question, the default setting is always manual. The setting is made via a toggle switch.

Indicates where the question can be used. The setting is made via a toggle switch.

  1. Slide the toggle switch for Automated / On demand to the left or right.
  2. Toggle switch on the left:
  3. On demand is active. The question can be selected in the replay rule. If the replay rule is applied, the AI Assistant question can be executed if required.
  4. See the Recording Insights administration manual: tab Settings > User configuration > tab Rules > Configure replay rule
  5. Toggle switch on the right:
  6. Automated is active. The question can be selected as a basis in the policy creation, see Add policy. You can select these for automatic execution when creating the policy.

Save result

Indicates whether the question and answer are saved. The setting is made via a toggle switch.

  1. Slide the toggle switch for Save result to the left or right.
  2. Toggle switch on the left: The Save result is not active. The AI Assistant question is not visible in the Recordings > Detailed view > tab AI Assistant History, see AI Assistent History.
  3. Toggle switch on the right: The Save result is active. The AI Assistant question is visible in the Recordings > Detailed view > tab AI Assistant History, see AI Assistent History.

Description of the functionality bar

Open help

Opens the online help, see Open help.

Refresh view

Refreshes the view of the current tab.

Description of the options

Add Question

Create AI question, see Add Question.

Edit Question

Edit created AI question, see Edit Question.

Delete Question

Delete created AI question, see Delete Question.